Barry has been very helpful in…
Barry has been very helpful in answering my questions and helping me build wealth for me and my family in the future. He explains the ‘why’ the ‘how’ and all in common terms!
Robert Leet
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Insurance and Estate Strategies LLC
5.050 reviews
Last reviewed: Feb 21, 2026Do you agree with Insurance and Estate Strategies LLC's TrustScore? Voice your opinion today and hear what 286 customers have already said.
insuranceandestates.comMember since Feb 2026
Insurance and Estate Strategies LLC is an online company. Based on 50 reviews on TrustPlane, it has an average rating of 5.0 out of 5 stars. Last reviewed February 21, 2026.
Customer Reviews
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Denise was so very helpful throughout…
Denise was so very helpful throughout our entire process. Appreciate her patience during all of our questions. She is very knowledgable about the product and space. Her service is greatly appreciated and highly recommended!
G Army
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I had a wonderful experience working…
I had a wonderful experience working with Denise Boisvert. The process was smooth, she communicated clearly, and she took the time to answer every question. Best of all, she helped me choose a plan that truly made sense for my situation. Highly recommend!
Anthony Rivera
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Barry is immensely excellent and…
Barry is immensely excellent and knowledgeable to work with. He helps to guide you thoroughly with Whole Life/IBC process and ensures confidence in the financial decisions to enrich your future. Definitely recommend!
Clayton
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Policy Review & Progress
My agent took the time to discuss my policy features and options with me and answered all of my questions.
JONATHAN
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Barry is so great to work with
Barry is so great to work with! He is very patient with all of our questions!
Audra Emerson
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Work with Barry Brooksby!
Barry was wonderful to work with. His YouTube videos caught my attention and now I'm a customer for life! He explains your policy in detail and is there to answer your questions each step along the way.
Crystal Halsey
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Barry Brooksby is an EXPERT
Barry Brooksby is professional, informative, and incredibly accommodating. Several months after Barry wrote our initial policy we needed to take a loan and he was STILL accessible. We have since had Barry create three additional properly structured policies and will be writing one for our new grandchild this month.
Jeff
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Working with Barry is great experience
Working with Barry is great experience
Ajit
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Building towards the future
I was able to get really good information on what would work best for me at the current time. Helping me to build a better future for my family.
Justin
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It was very simple
It was very simple, created exactly what I needed and answers all the questions that I could come up with.
Jaylen McRoberts
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Great experience, highly recommend
Barry was great to work with, is easy to talk to, and very knowledgeable. He helped me come with a plan that worked great for me. Highly recommend!
Eric Tiffany
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Barry is one of a kind
Barry is one of a kind. During our one-to-one meetings, I found him to be as warm, personably, and diligent as he is portrayed in his dozens of YT videos. He patiently listened to my needs and offered thoughtful (not cookie-cutter) suggestions. He has tons of experience and loves to help others find their path to financial freedom. Highly, highly recommend him.
Chad Tillbrook
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Bringing Simplicity to a World of Complexity
Barry is very personal and truly cares. He has gone the extra mile to ensure I understand the complexities in life insurance. I guess I could say he brings simplicity to a world of insurance complexity. I did my due diligence and shared my plan with competitors who said "this thing is bullet proof". No more to be said.
Brian Stewart
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Excellent
Barry's knowledge is above par - he took time to find out what our goals were and was able to assist us to strategies and put us on the right track to reach those goals
Elsa
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Barry has a wealth of knowledge that he…
Barry has a wealth of knowledge that he is very willing to share to help his clients. Appreciate his guidance and direction in helping me navigate the concepts of the infinite banking system…
Jerome Austriaco
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Whole life insurance
Barry is a highly professional and dedicated insurance agent who truly stands out. His passion for helping clients and his deep knowledge of whole life insurance made the entire process smooth and transparent. Barry goes the extra mile to ensure his clients fully understand their options and feel confident in their decisions. I truly appreciate his professionalism, care, and commitment to excellent service.
jukdineenad
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Good experience so far
Barry was thorough and patient in answering all my questions. Also, the benefits of this type of policy cannot be over-emphasized,as I am comforted by the fact that not only the death benefit grows but the cash value also. I just started a couple.months ago but im looking forward to borrowing from the cash value as it is the most affordable way to build wealth! I'm pleased with the progress so far.
Dionne-Sheree
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Delivered on the product I wanted.
I was able to get in contact with Denise on the same day. She provided a couple of whole life insurance options right away. We eventually decided to purchase one of those options. Very helpful all along the process.
Mike
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Best of the Best
So thankful this information is readily available through this team in straight forward guidance. Denise's latest book, written in easy-to-understand language, is what really inspired me to take the next step. My only regret is I didn't know about this strategy years ago, even though I have a traditional WL policy with another company. I am so pleased with the results so far, that I am converting my other policies.
Cynthia
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According to TrustPlane, Insurance and Estate Strategies LLC has a 5.0/5 rating based on 50 verified reviews as of March 2026. Source: trustplane.app/company/insuranceandestates-com